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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSF
526
Rik Saylor Financial
Ohio
$1.17M +$19.1K +369 +2%
CI
527
Ceera Investments
Texas
$1.16M +$937K +18,070 +389%
HWM
528
Howard Wealth Management
Connecticut
$1.16M -$1.14K -22 -0.1%
EI
529
Ellevest Inc
New York
$1.14M -$1.02M -19,759 -47%
TCA
530
Transcend Capital Advisors
New Jersey
$1.13M +$158K +3,047 +16%
VCA
531
Verdence Capital Advisors
Maryland
$1.13M -$21.6K -417 -2%
MCM
532
MAI Capital Management
Ohio
$1.13M +$4.77K +92 +0.4%
TW
533
Towerpoint Wealth
California
$1.12M -$7.42K -143 -0.6%
RFP
534
Root Financial Partners
California
$1.12M +$96.3K +1,857 +9%
SPC
535
Sigma Planning Corp
Michigan
$1.11M -$1.48M -28,550 -57%
LSA
536
Lansing Street Advisors
Pennsylvania
$1.09M -$3.22K -62 -0.3%
CFB
537
Cullen/Frost Bankers
Texas
$1.08M -$261K -5,028 -19%
ASN
538
Advisory Services Network
Georgia
$1.07M +$90.7K +1,748 +9%
SPWM
539
Schrum Private Wealth Management
Florida
$1.06M -$86.7K -1,672 -7%
CA
540
Centerpoint Advisors
Massachusetts
$1.05M
ACM
541
Advisors Capital Management
New Jersey
$1.05M +$103K +1,978 +11%
TFA
542
Tobias Financial Advisors
Florida
$1.03M -$8.82K -170 -0.8%
GT
543
Greenleaf Trust
Michigan
$1.02M
SC
544
Syon Capital
California
$1.01M +$1.03M +19,872 New
IAN
545
Integrated Advisors Network
Texas
$1.01M -$26.9K -519 -3%
CAG
546
Csenge Advisory Group
Florida
$990K +$666K +12,848 +161%
ATC
547
Argent Trust Co
Tennessee
$974K +$57.1K +1,100 +6%
LEA
548
Legacy Edge Advisors
New York
$973K +$77.5K +1,494 +9%
WPC
549
White Pine Capital
Minnesota
$968K +$87.7K +1,690 +10%
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$960K +$974K +18,789 New